Director of Business Development- West Coast

Source Advisors; United States; Remote; USD 150,000 - 250,000; Full time

Job summary

Source Advisors, a leader in tax consulting services, is seeking a Director of Business Development for the West Coast. This remote role focuses on consultative sales to CPAs, requiring strong interpersonal skills and a dedicated approach to client engagement and business growth.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

Qualifications

• 3+ years of experience selling consultative tax services to CPAs.
• Ability to influence account decision-makers at key levels.
• Commitment to integrity and quality in business.

Responsibilities

• Achieve monthly and annual sales targets.
• Develop new clients and referral sources within assigned territory.
• Collaborate with internal teams to develop winning client proposals.

Skills

Consultative selling

Sales forecasting

Interpersonal skills

Education

Bachelor’s Degree in a related field

Tools

Salesforce

Job description

Director of Business Development- West Coast

Director of Business Development- West Coast

21 hours ago Be among the first 25 applicants

As a leading provider of Federal, State, and Local tax credits and incentives to businesses nationwide, Source Advisors is a recognized thought leader in the specialty tax consulting field. Celebrating our 40th anniversary in 2023, Source Advisors is one of the largest independent firms in a diverse and fragmented market. We are experts in tax incentives, including the Research and Development tax credit, cost segregation studies, green incentives including 179D, 45L, and Energy Star, LIFO inventory solutions, the ERTC, fixed asset and tangible property reviews, and more. We provide tax consulting, tax studies, and related services to businesses both nationally and internationally.

The Director of Business Development:

With a focus on the top CPA firms in the country as a key channel partner, the Director of Business Development will be responsible and accountable for achieving their sales quotas/targets, meeting activity and business development metrics, and collaborating across the organization to fuel the success. The Director will represent Source Advisors to businesses and their CPAs in need of the tax incentives and consulting services we offer. Successful Directors accomplish this through a consultative selling model and strong prospecting motor selling through a combination of channel partners (e.g., CPA firms, Real Estate Owners/Investors etc.) and direct, end-clients (e.g., business taxpayers). Directors operate within an assigned group of accounts and may work remotely from anywhere in the lower 48 states.

Responsibilities:

• Sell the Source suite of offerings persuasively, persistently, and confidently to CPAs and their end clients

• Achieve monthly and annual sales targets

• Develop new clients and referral sources within assigned territory

• Educate CPAs, business owners, and C-level executives

• Represent Source Advisors and our services to end-clients, CPAs and accountants, industry organizations, and

more

• Collaborate with internal teams to develop winning client proposals and solutions

• Engage in sales and marketing campaigns to raise awareness of Source Advisors and our value creation

• Effectively enter and manage CRM (e.g., Salesforce) data to ensure proper business management

• Forecast expected business results on a monthly basis

• Support the growth objectives of multiple Source Advisor’s practices

• Travel as needed to execute the mission

Requirements:

• 3+ years of experience selling consultative tax services to CPAs and/or commercial property owners

• (and/or) 10+ years of experience in tax, accounting, or successfully leading business development in a related field

• Bachelor’s Degree in a related field of study

• Ability to sell to C-level positions within client and prospect organizations

• Demonstrated ability to influence account decision-makers at key levels

• Experience with a CRM platform - Salesforce preferred

• Ability to travel within assigned area

• Commitment to integrity and quality in business

• Excellent initiative and interpersonal skills

• Self-motivated

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Consulting, and Finance

• Industries

  Business Consulting and Services

Referrals increase your chances of interviewing at Source Advisors by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

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